ETFS GOLD TR (SGOL): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

ETFS GOLD TR (SGOL)

449 + Investors. Track Smart Money conviction in SGOL. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — SGOL

Based on 441 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q

For 7 consecutive quarters, more hedge funds added SGOL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

441 hedge funds hold SGOL right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +32% more funds vs a year ago

fund count last 6Q

+108 new funds entered over the past year (+32% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟡

Slight buying edge — 58% buying

212 buying155 selling

Last quarter: 212 funds bought or added vs 155 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

📈

More new buyers each quarter (+41 vs last Q)

new funds entering per quarter

Funds opening a new SGOL position: 55 → 44 → 42 → 83. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 24% medium ■ 24% new

228 out of 441 hedge funds have held SGOL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

📈

Growing discovery — still being found

47 → 55 → 44 → 42 → 83 new funds/Q

New funds entering each quarter: 55 → 44 → 42 → 83. A growing number of institutions are discovering SGOL each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Deep conviction — 55% of holders stayed 2+ years

■ 55% veterans ■ 14% 1-2yr ■ 31% new

Of 449 current holders: 246 (55%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds

17 of 441 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.9

out of 10

Low Exit Risk

Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	449	385	16.62%
13F Shares	62M	59M	4.01%
Total Value	$2.53B	$2.18B	16.1%
New Positions	83	42	+41
Increased Positions	142	137	+5
Closed Positions	21	34	-13
Reduced Positions	146	122	+24
Total Calls	4	5	-20.0%
Total Puts	4	3	33.33%
PUT/CALL Ratio	1.0	0.6	Neutral

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

449

385

16.62%

13F Shares

62M

59M

4.01%

Total Value

$2.53B

$2.18B

16.1%

New Positions

+41

Increased Positions

142

137

Closed Positions

-13

Reduced Positions

146

122

+24

Total Calls

-20.0%

Total Puts

33.33%

PUT/CALL Ratio

1.0

0.6

Neutral

Institutional Holders (2026 Q1)

449 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SGOL. Verified SEC 13F-HR filings.

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 25 institutional holders of SGOL — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	FULCRUM WEALTH ADVISORS, LLC	11.11%	300,863	$13.4M
2	MRWM Advisors, LLC	7.94%	328,297	$14.6M
3	Luminist Capital LLC	7.56%	127,449	$5.7M
4	Ameliora Wealth Management Ltd.	6.70%	471,014	$21.0M
5	WT Wealth Management	5.66%	426,633	$19.0M
6	Towneley Capital Management, Inc / DE	4.65%	497,813	$22.2M
7	Terra Nova Asset Management LLC	4.32%	130,834	$5.8M
8	Clear Retirement Advice LLC	4.26%	121,677	$5.4M
9	Encompass More Asset Management	3.79%	506,872	$22.6M
10	Ervin Investment Management, LLC	3.77%	144,420	$6.4M
11	ADVISORS MANAGEMENT GROUP INC /ADV	3.32%	408,264	$18K
12	Cypress Capital, LLC	3.30%	260,344	$11.6M
13	Newman Dignan & Sheerar, Inc.	3.11%	330,772	$14.8M
14	Timber Creek Capital Management LLC	2.84%	262,701	$11.7M
15	Capital Management Associates, Inc	2.65%	262,533	$11.7M
16	Kastel Capital Advisors, LLC	2.61%	103,347	$4.2M
17	BFSG, LLC	2.11%	499,442	$22.3M
18	A. D. Beadell Investment Counsel, Inc.	1.92%	67,275	$3K
19	Worth Asset Management, LLC	1.70%	102,160	$4.6M
20	180 WEALTH ADVISORS, LLC	1.60%	316,420	$14.1M
21	Aspect Partners, LLC	1.44%	78,781	$3.5M
22	Stonebridge Financial Group, LLC	1.43%	390,730	$17.4M
23	STAPP WEALTH MANAGEMENT, PLLC	1.43%	25,054	$1.1M
24	Investment Partners Asset Management, Inc.	1.09%	39,463	$1.8M
25	Global Assets Advisory, LLC	1.04%	81,727	$3.6M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — ETFS GOLD TR (SGOL)

What does the Smart Money Trend signal show for SGOL?

Buying streak — 7 quarters in a row: For 7 consecutive quarters, more hedge funds added SGOL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SGOL?

Slight buying edge — 58% buying: Last quarter: 212 funds bought or added vs 155 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SGOL holders?

Strong quality — 33% AUM from major funds: 17 of 441 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held SGOL?

52% of holders stayed for 2+ years: 228 out of 441 hedge funds have held SGOL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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ETFS GOLD TR (SGOL)

Smart Money Signals — SGOL

Buying streak — 7 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +32% more funds vs a year ago

Slight buying edge — 58% buying

More new buyers each quarter (+41 vs last Q)

52% of holders stayed for 2+ years

Growing discovery — still being found

Deep conviction — 55% of holders stayed 2+ years

Strong quality — 33% AUM from major funds

Hedge Fund Ownership: SGOL

Market Analysis: SGOL

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: SGOL

Hedge Fund Positioning: SGOL

Statistics: SGOL

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — ETFS GOLD TR (SGOL)

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